Caryn Wilkinson is a financial advisor with Morgan Stanley in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she owns a photography business specializing in family portraits. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering financial planning and advisory services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment programs.

Kristin Maki is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC since 2008 and JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Teia Stapleton is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked for City Securities Corporation for 17 years before joining Stifel in 2017. Teia serves on the board of a local homeowners association, participates in a mentoring network for women, and is involved with Pink Ribbon Connection, a nonprofit supporting breast cancer survivors. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Ryan Mc Cormack is a financial advisor with Merrill in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to his advisory career, he was affiliated with Purdue University for four years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jacob Moynihan is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and over 15 years of professional experience. Prior to joining Ameriprise in 2025, he spent 15 years working with Seton Catholic Schools. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports tailored to income sources and withdrawal strategies.

Vicki Stovall is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a general partner and bookkeeper for a commercial and residential properties business and works as a consultant for a commercial sign shop. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Chad Kaufman is a financial advisor with Raymond James Financial in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2020 and is the owner of Stonecrest Group LLC, where he manages operations and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary advisory services supported by analytical tools and a network of affiliated advisors.

Thomas Muzechuk is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at Jpmorgan Chase Bank, N.A. and Wachovia Securities Financial Network, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Alex Stirn is a financial advisor with LPL Financial, holding a Series 66 designation. He has one year of industry experience, with prior roles at Indiana Farm Bureau Insurance and Fox Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Thomas Russell is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for 20 years prior to joining Wells Fargo Advisors in 2025. Outside of advising, he has a business ownership role with Stratim Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, specializing in areas such as retirement, risk management, and business-owner transition planning. The firm combines advisory services with various financial products and offers tailored planning using its proprietary research and tools.

Kelly Cavanaugh is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments, Prudential Insurance Company of America, Fifth Third Bank, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement various investment strategies.

Ann Graef is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for nine years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.

Joseph Kemme is a financial advisor with Primerica Advisors in Greenwood, IN, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, and the Cincinnati Center City Development Corporation. He also has experience with The Kroger Company and the University of Cincinnati. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and some corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates through a large network of financial advisors.

Kevin Mckay is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2012 to 2025. He serves on the Board of Directors for the Allen County Courthouse Preservation Trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services requiring specific advisor credentials.

Luke Walthall is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to entering the financial industry, he spent four years working at Chick-fil-A and seven years in full-time education. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from Schwab Center for Financial Research.

Nicholas Meyer is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He previously worked at Charles Schwab for 10 years and The Leaders Group Inc for 2 years. Outside of his advisory work, he is involved with Mack Financial as a Qualified Plan Administrator and in sales and investment-related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of financial planning and investment services that include specialized planning for business owners, sports and entertainment professionals, and other niche areas. Advisors use Wells Fargo’s research and tools to develop tailored recommendations delivered through client meetings and summary letters.

Nathalie Mastouri is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and market modeling techniques.

Courtney Willey is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked at Cetera and related entities since 2019 and previously spent time with Foresters Financial Services. Outside of her advisory role, Willey was the owner of C & S Country Treats for 17 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures.

Marland Villanueva is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 23 years of experience in the financial services industry, providing comprehensive wealth management services to corporate, institutional, and individual clients. Since joining Merrill Lynch in 2004, Marland has focused on developing personalized financial strategies to help clients pursue their long-term goals. Marland holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning CounselorSM (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science in Accounting, with high distinction, from Indiana University in Bloomington and a Master of Business Administration from the University of North Carolina at Chapel Hill. Prior to Merrill Lynch, he worked as a management consultant for Deloitte and as a financial analyst with Eli Lilly and Company. Residing in Avon, Indiana, Marland lives with his wife Tanya and their two children. He is actively involved in his community, serving as a lay elder at his church and having previously served on the board of the Hendricks County Community Foundation.

Jeffrey Sebree is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at T. Rowe Price and Lester Sales. Outside of finance, he was involved with Hoosier Heritage Farm for six years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing guidance based on forward-looking market assumptions and probabilistic modeling.